Credit Suisse’s Vanguard Tax-Exempt Bond Index Fund VTEB Stock Holding History

Credit Suisse’s Portfolio VTEB Stock Details VTEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-20,000	Closed	-$1.07M	–	4348
2019 Q3	$1.07M	Sell	20,000 -30,000	-60%	-$1.61M	﹤0.01%	2958
2019 Q2	$2.65M	Buy	+50,000	New	+$2.63M	﹤0.01%	2242

Other funds holding VTEB

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

ECM

ETrade Capital Management Arlington, Virginia $5.37B AUM 10.84% 1-Year Est. Return

Credit Suisse's VTEB Position: Q4 2019 in Review

Credit Suisse sold out of Vanguard Tax-Exempt Bond Index Fund (VTEB) in Q4 2019, closing a stake of 20,000 shares — an estimated $1.07M sold.

Credit Suisse first reported a position in VTEB in Q2 2019 and held it in 2 quarters. The position peaked at $2.65M in Q2 2019. 389 funds tracked by Wall St. Rank hold VTEB as of Q4 2019.

Credit Suisse reported no remaining Vanguard Tax-Exempt Bond Index Fund position as of Q4 2019 after selling out during the quarter.
Credit Suisse sold 20,000 Vanguard Tax-Exempt Bond Index Fund shares in Q4 2019, an estimated $1.07M.
Credit Suisse first reported a position in Vanguard Tax-Exempt Bond Index Fund in Q2 2019 and held it in 2 quarters.
Credit Suisse's Vanguard Tax-Exempt Bond Index Fund position peaked at $2.65M in Q2 2019.
389 funds tracked by Wall St. Rank held Vanguard Tax-Exempt Bond Index Fund as of Q4 2019.

Based on Credit Suisse's 13F filing for Q4 2019, filed 12 Feb 2020.